Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Family Office Executives Lomont and Brehm Join Board of Directors at PATG
Family Office Executives Bart Lomont and Andrew Brehm Join Board of Directors at Policy and Taxation Group Hallador Investment Advisors, Burwell Enterprise Execs Join to Support Advocacy for Family Offices, Successful Families on Capitol Hill Two family office...
FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) issued an interim final rule on March 21, 2025, that exempts domestic companies from having to report beneficial ownership information under the Corporate Transparency Act (CTA), limiting CTA...
Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for joining the first Family Enterprise USA (FEUSA) Capitol Hill event of 2025. The event first featured a breakfast reception attended by Reps. Chuck...
EY NextGen Academy programs for next generation of family leaders
EY NextGen Academy has empowered the next generation of family enterprise and private capital leaders since 2008. Through its executive education programs, it has helped close to a thousand nextgens to prepare for positions of trust, with a transformative impact on...
Exclusive Webcast: 2025 Talent Predictions for Family Offices
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
Family First: Navigating Success and Succession in Business
Approaching 50 Years of Dedicated Service for Family Business Since 1975, our attorneys have brought order to the complexities of business with integrated tax and legal solutions for companies, organizations, families, and individuals throughout California and beyond....
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference Family Enterprise USA Presents Breakout Session with Capitol Hill Policy Experts, Unveils New Family-owned Business Research Family...
Senate Passes Continuing Resolution, Avoids Shutdown
On Friday, March 14, 2025, the Senate advanced the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968), a continuing resolution (CR) that funds the federal government until Sept. 30, 2025. The House advanced the bill 217-213, and the Senate...
The First 100 Days: Appropriations/ Budget Reconciliation
Jan. 20, 2025, marked the starting line of the first 100 days of President Donald Trump’s second term. This podcast is part of a series tracking critical policy issues the White House may look to act on during the defining period of any president’s...
What’s Ahead for Family Office Talent in 2025? Join Our Webcast
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
House Tax Teams Focus on TCJA Extensions, Additions While Making Sure ‘Consistency and Permanency’ Are Built-in to New Tax Bill Policy and Taxation Group Files Statement to House Tax Committee Discussions with House Ways and Means Committee Tax Team leaders...
Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....
Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
House Passes Budget Resolution While Senate Republicans Work to Find Agreement: On Feb. 25, the House voted 217-215 to pass its fiscal year (FY) 2025 budget resolution (H.Con.Res. 14). Rep. Thomas Massie (R-KY) was the sole Republican to oppose the measure after...
International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join Family Enterprise USA Associations Help Family Enterprise USA Reach Over One Million Family Businesses Three major associations, representing a large...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
Key Takeaways from President Trump’s Joint Address to Congress
President Donald Trump addressed a joint session of Congress on March 4; the first such speech of a presidency is not considered a “State of the Union” address, though it shares the same format and function. At an hour and 40 minutes, it surpassed President Bill...
Lasts Days Before Survey Closes
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido Consulting's Annual Family Office Investment Symposium, a top-tier event designed for legacy preservation in the family office community. Expect a...
Corporate Transparency Act Filing Deadline Delayed Again
The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) announced on February 27 that no fines nor penalties would be imposed on companies required to report beneficial ownership under the Corporate Transparency Act (CTA), effectively delaying the...
Make Your Impact: Survey for Family Business Advocacy
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....
2025 Talent Predictions for Family Offices – Exclusive Webcast
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
By, Jim Coutre, Managing Director, Head of Wealth Planning, Pathstone Raising children to become healthy, responsible adults is as much of an evolving journey as it is a daunting task. And when financial wealth—realized or yet-to-be realized based on the life stage of...
Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses Three Gold Membership Supporters Help Give Voice to America’s Family Businesses The Rockefeller Global Family Office, CFAR, and Mack International...
Corporate Transparency Act Reinstated; Filing Deadline Extended
Corporate Transparency Act Reinstated; Filing Deadline Extended to March 21, 2025 On February 18, 2025, the U.S. District Court for the Eastern District of Texas lifted the remaining injunction against the implementation of the Corporate Transparency Act (CTA) –...
Saying It Out Loud, By Pat Soldano. February 2025.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFasten Your Seat Belts for Bumpy Ride as New Tax, Government Funding Bills Make Their Way on Capitol Hill March 11 Congressional Family Business Caucus Gives Family Business Leaders a Front Row...
Senate Begins Vote-a-Rama
On Wednesday Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a vote of 11-10. The Senate voted to move forward with debate on the resolution on Tuesday, Feb. 18, triggering a statutorily required 50 hours of debate. Once...
Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
Senate Budget Committee Marks Up FY 2025 Budget Resolution: On Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a party-line vote of 11-10. The resolution includes the following spending instructions, mirrored for the...
Family Businesses Crave Consistency and Permanency in New Tax Legislation
Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published by Family Business Magazine, explores the latest tax policy developments, including the potential extension of the 2017 Tax Cuts and Jobs Act (TCJA),...
An Appropriate Valentine: House and Senate Stake Budget Positions
Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda through budget reconciliation. The House and Senate Budget committees passed budget resolutions that completely differ in their path forward. This is all...
Make Your Impact: Survey for Family Business Advocacy
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....